WebMerge Reviews in January 2025: User Ratings, Pros & Cons

MIGRATED TO Formstack Documents

WebMerge is great!

What do you like best? We really like the ability to customize what we need to use in their dashboard. What do you dislike? We haven’t had any issues at all As this has solved all the challenges we were facing without it. Recommendations to others considering the product: It is by far the best tool we found for the job in that entire sector What problems are you solving with the product? What benefits have you realized? We used their dashboard to create A customized automation

Love it

What do you like best? Connected well with our CRM. We automated a time consuming task. What do you dislike? Nothing. Webmerge has been a great partner. Recommendations to others considering the product: Nope What problems are you solving with the product? What benefits have you realized? Streamlined Zoho form to CRM

Webmerge = Game Changer

What do you like best? We use WebMerge with Formstack to seamlessly integrate document automation. As a user, I have full control over the look and feel of our document and can manage the process internally. What do you dislike? So far I have no dislikes with WebMerge. What problems are you solving with the product? What benefits have you realized? We are streamlining intake processes, document automation and improving our firm's efficiency.

A Sales Team's Best Friend

What do you like best? The simplicity and flexibility of the document design tools, as well as Zapier integration. What do you dislike? I wish it was easier to track monthly usage. Recommendations to others considering the product: Great tool, easy to set up and implement. What problems are you solving with the product? What benefits have you realized? Integration with Zapier means we can easily churn out agreements that pull in lead data from a variety of other platforms ...

Truly incredible product

What do you like best? Transforming product. I do not know how we managed without it. They have literally thought of everything. We built our entire service around it. What do you dislike? I have to say, I think the quality support has dropped of support has dropped in the last few months (?since formstack purchase? but still great support that invariably addresses any issue. Recommendations to others considering the product: I cannot recommend it highly enough What problems are you ...

Truly incredible product

What do you like best? Transforming product. I do not know how we managed without it. They have literally thought of everything. We built our entire service around it. What do you dislike? I have to say, I think the quality support has dropped of support has dropped in the last few months (?since formstack purchase?) but still great support that invariably addresses any issue. Recommendations to others considering the product: I cannot recommend it highly enough What problems ...

Terrific!! Fantastic product and great support!!

What do you like best? Since conquering the product, my favourite part aside from it itself, is the support. You can a question and Jeremy gets back to you with the exact answer. This is fantastic! There is no frustrating long wait time and his response is always right! What do you dislike? The only downside is the absence of clear step by step instructions as to the integration of WM with other apps like zapier and gravity forms. It took me an incredibly long time to work it all out. ...

Automation Made Easy

What do you like best? WebMerge makes creating documents from form submissions on our website a breeze. I love the fact that it makes our application process so much more streamlined. What do you dislike? It takes some time and technical know-how to get it set up, especially if you create your own document template. But it's basically set it and forget it, once you do. What problems are you solving with the product? What benefits have you realized? We have some long form applications on ...

AMAZING APPLICATION, A+++ SUPPORT - HIGHLY RECOMMEND!

What do you like best? Webmerge is extremely quick to help you. What do you dislike? Nothing. I don't dislike anything. They are great to use. Recommendations to others considering the product: Highly recommend the produce. Webmerge is so easy to work with. They have no delays in support and respond quickly. What problems are you solving with the product? What benefits have you realized? Webmerge has helped us efficiently create beautiful proposals merging data and graphics from our ...

Good customer service for a tool that does what it says it does

What do you like best? The tool works exactly as expected and enables me to do something that would otherwise have been impossible without expensive web design. I must have sent at least 10 emails while I was setting it up but Grant was very patient and helpful throughout the process. What do you dislike? Nothing to dislike - working well for me. What problems are you solving with the product? What benefits have you realized? Enabling researchers to write the impact sections of their ...